+250.2%
DOCN vs W
+25.7%
+224.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.5% | +0.3% | +2.5% |
| 7D | +1.1% | -4.2% | +5.3% | +1.6% |
| 30D | -9.6% | -7.6% | -2.1% | -8.9% |
| 3M | -37.7% | +37.2% | -74.9% | -41.0% |
| 6M | +115.2% | +26.3% | +88.9% | +104.3% |
| YTD | +133.7% | -1.0% | +134.7% | +131.4% |
| 1Y | +250.2% | +20.1% | +230.1% | +236.4% |
| All | +250.2% | +25.7% | +224.5% | +236.4% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded W wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling